Meridian Investments, Inc.

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Vienna, Virginia
CRD number
13225
Registered since
March 23, 1983

Firm profile

FINTRX

Overview

Meridian Investments, Inc. is organized as a corporation and has been SEC-registered since 1983. The firm is listed as individually owned and is classified in the dataset as "unclassified," with no designation as a capital allocator. FINTRX records indicate Meridian is not identified as an active ESG investor, is not considered a multi-state adviser for regulatory purposes, and is neither newly formed nor positioned as a pension consultant or related adviser. The firm has not provided details about its client segments, fee structure, specific advisory services, or other business activities in the source dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 13
  • Aidan McDonough

    Aidan McDonough

    Vice PresidentCRD 7284339

  • John Boc

    John Boc

    Co-Founder & ChairmanCRD 707131

  • John Casey

    John Casey

    Co-FounderCRD 731545

Unlock 10 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Vienna, VA

Fairfax

Location

Vienna, VA

Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
8065 Leesburg Pike
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth